Australia markets open in 3 hours 45 minutes

Goldman Sachs Trust II - Goldman Sachs Target Date 2040 Portfolio (GTZMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.730.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-16.63%
5-year average return5.33%
Number of years up11
Number of years down3
Best 1-yr total return (19 Dec 2022)31.64%
Worst 1-yr total return (19 Dec 2022)N/A
Best 3-yr total return31.64%
Worst 3-yr total return-5.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGTZMXCategory
YTD-16.63%10.80%
1-month0.79%1.06%
3-month3.84%6.14%
1-year-13.72%33.59%
3-year3.75%12.99%
5-year5.33%12.87%
10-year7.50%9.72%
Last bull market31.31%19.05%
Last bear market-13.78%-17.54%

Annual total return (%) history

Year
GTZMXCategory
2013
N/A19.97%
2012
N/A14.64%
2011
N/A-3.49%
2010
N/A14.37%
2009
N/A30.90%
2008
N/A-37.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20136.96%0.34%4.47%N/A
20127.06%-2.01%5.15%N/A
20113.67%0.73%-10.63%N/A
20102.84%-7.65%9.11%N/A
2009-7.34%18.13%15.84%N/A
2008-9.17%1.43%-17.16%N/A

Rank in category (by total return)

YTD76
1-month69
3-month77
1-year72
3-year62
5-year43

Load adjusted returns

1-year-12.20%
3-year5.14%
5-year5.82%
10-year7.88%